A complete list of active advisors currently associated with SHP Wealth Management, LLC

Warmer can help you find a great advisor at SHP Wealth Management, LLC or one who fits your needs even better.

SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing roughly $1.9 billion for individual and institutional clients, including high-net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations. The firm offers ongoing portfolio management, financial planning, pension consulting, educational seminars, and may act as a subadviser or provide model portfolios to other advisers. The firm typically establishes an Investment Policy Statement for each client, manages accounts on a discretionary basis, and employs long-term trading alongside fundamental, cyclical, and modern portfolio theory analyses. Accounts are monitored regularly (with quarterly reviews noted in the brochure) and clients receive periodic account reporting; the firm’s investment choices include mutual funds, ETFs, fixed income, REITs, annuities, private equity and certain non-U.S. securities. What distinguishes SHP from many peers is its regulatory disclosure of a recent corporate transition—the assignment of its assets to a newly created holdco and acquisition by Bluespring Wealth Partners, LLC (a Kestra-related entity) effective December 31, 2025—and its role providing model portfolios and subadvisory services to unaffiliated RIAs for which it shares fees. The firm’s ADV also details material third‑party relationships and potential conflicts (including compensation from Triad for insurance sales, affiliations with Kestra Affiliates and Arden Trust Company, use of securities‑backed lines of credit with Goldman Sachs and custody arrangements via standing letters of authorization), and it discloses the use of client testimonials in its advertising.

To learn more about the advisors currently working at SHP Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.